See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,623 | $202,318-18.1% | $172,739-4.1% | $152,861+8.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.02% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $8,717 | $5,856+48.8% | $5,143+69.5% | $4,762+83.0% |
| Participant deferral / active EE | $5,352 | $5,948-10.0% | $5,198+3.0% | $5,850-8.5% |
| Admin fee / account holder | $2,481 | $17,109-85.5% | $13,954-82.2% | $11,596-78.6% |